This premium service allows you to draw upon the expertise of an individually assigned Investment Manager. The Investment Manager dedicates time to become familiar with your personal financial circumstances, goals and aspirations. From this information, we design a portfolio that is unique to your specific aims and requirements. At the same time, we draw upon the expertise of our in-house research service to support each carefully selected investment in your portfolio.

All our Investment Managers are professionally qualified, and we deploy considerable effort to make sure that they stay at the forefront of knowledge for the investment areas that they cover.

Our approach seeks to combine our traditional and long-standing values in delivering a truly individual service ethic, with a modern and responsive investment style to suit the evolving challenges of both investors and investment markets alike.

With this service, you can choose to delegate complete responsibility to Ashcourt Rowan in respect of portfolio construction and investment selection. It allows the Investment Managers to respond quickly to any market circumstances that might affect your investments. This is called the Discretionary Managed Portfolio.

Alternatively, the investment proposals are discussed with you and advice given in advance of any investment decisions - but the responsibility for that decision to go ahead remains with you. This is called the Advisory Managed Portfolio.

Making sure you have up to date information is second nature to us. You are given regular investment updates - an annual Capital Gains Tax Report is provided if you need it, and the on-line Client log-in offers you the opportunity to follow the progress of your investments.

Meet the Ashcourt Rowan Investment Managers.